How to Run a School Based Bank Silver Creek Financial Center Mrs. Jennifer Glaser Jared Glover and Drew Roberts
How to run a school based bank
Jan 13, 2015
Learn how teachers and employers partner to plan, open and operate a student-run
school-based financial center. Academy teachers and directors, along with their business
partners and students, research and select a local financial institution to partner with;
plan the location within the school; investigate how to procure start up funding, materials,
and furnishings; and create a security plan to house the financial institution within the
school. Participants will also review the training manual and operating procedures for
opening and running a financial institution.
school-based financial center. Academy teachers and directors, along with their business
partners and students, research and select a local financial institution to partner with;
plan the location within the school; investigate how to procure start up funding, materials,
and furnishings; and create a security plan to house the financial institution within the
school. Participants will also review the training manual and operating procedures for
opening and running a financial institution.
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How to Run a School Based BankSilver Creek Financial Center
Mrs. Jennifer GlaserJared Glover and Drew Roberts
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Silver Creek Career Academy Programs
Sellersburg, IN 750 students 7 academies
o Finance, PLTW Pre-Engineering, PLTW Biomed, IT, Communications, Theatre, Human Services
Financial Center, Dragon Depot, Creek Café B.A.S.E. Camp, Venture Capitalist Luncheon,
Chamber of Commerce Business Expo, Resumes and Interviews, Grand Opening, Job Shadowing, State Conference, Panel of Entrepreneurs, New York City, Internships
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Brief Overview
Preliminary Steps How to Train Students Job Responsibilities Types of Services Paperwork Overview Importance of Electronic Documentation Finishing the Day Simulation
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Preliminary Steps
Shadow a school with a bank Find a location Find a partner in a local bank Utilize your advisory board Acquire funding
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Training Students
Interviews Training Manuals Simulations Establish Positions and Chain of Commando Teacher, President, Vice President, Supervisor
(GT), Loan Officer, Teller
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Job Responsibilities
Tellero Provides all account related serviceso 4 shifts (during lunches)
Loan Officero In charge of loan services (including interest)
Supervisor Vice-President Presidento Checks all paperwork for accuracy, solves
problems
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Services Offered
Student and Teacher Accountso Checking and Savings
Check Cashing Loans Make Change
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Types of Paperwork
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Types of Paperwork cont.
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Types of Paperwork cont.
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Types of Paperwork cont.
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Types of Paperwork cont.
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Types of Paperwork cont.
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Types of Paperwork cont.
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Types of Paperwork cont.
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Types of Paperwork cont.
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Types of Paperwork cont.
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Types of Paperwork cont.
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Importance of Electronic Backup
Excel Files for All Paperworko Creates a proficiency for students
Double Check for Accuracy
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End of Day
Record Teller Sheets on master settlement Balance GT Serves as a double check on tellers Replenish cash Prepare for the next day of business
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Review
Preliminary Steps How to Train Students Job Responsibilities Types of Services Paperwork Overview Importance of Electronic Documentation Finishing the Day Simulation
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